Small Caps: Cobalt Blue’s deep-sea mining and nodule refinery enters critical minerals race

Key points

  • Cobalt Blue highlighted a Small Caps analysis of Project Infinity, its nodule-refinery consortium with Glomar Minerals.
  • The article examines the core deep-sea mining challenge: the lack of a commercial-scale metallurgical pathway for polymetallic nodules.
  • Cobalt Blue’s patented hydrometallurgical technology has demonstrated more than 90 percent extraction of cobalt, nickel and manganese from nodules.
  • It frames the venture against US supply-chain strategy and the US-Australia critical minerals framework.

Small Caps has published a detailed analysis of Project Infinity — our consortium with US-based marine extraction firm Glomar Minerals — and what it means for the critical minerals sector.

The piece examines the processing challenge at the heart of deep-sea mining: extracting value from polymetallic nodules has long been constrained by the absence of a commercial-scale metallurgical pathway. Cobalt Blue’s patented hydrometallurgical technology, which has demonstrated greater than 90% extraction of cobalt, nickel, and manganese from nodules, is positioned to fill that gap.

The article also covers the geopolitical backdrop — US supply chain strategy, China’s dominance of critical mineral processing, and the alignment of Project Infinity with the US–Australia Framework for Securing Supply in the Mining and Processing of Critical Minerals.

Cobalt Blue’s Deep-Sea Mining and Nodule Refinery Enters Critical Minerals Race

Cobalt Blue and Glomar Minerals Partner on Nodule Processing

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